Group 1 - Growth is stalling in the retail sector, with no growth in core product lines such as equities and fixed income [1] - Wholesale business remains flat, while corporate services, particularly investment banking, are leading the growth [1] - The focus is on long-only investment strategies, evaluating companies from an operational and buy-and-hold perspective [1] Group 2 - Quipus Capital emphasizes understanding the long-term earnings power of companies and the competitive dynamics of their industries [1] - Most recommendations from Quipus Capital will be holds, indicating a cautious approach to market dynamics [1] - A small fraction of companies are deemed suitable for a buy recommendation at any given time, highlighting a selective investment strategy [1]

Group 1 - Growth in retail is stalling, with no growth in core product lines such as equities and fixed income, while wholesale remains flat [1] - Corporate services, particularly investment banking, are leading the growth [1] - The focus is on long-only investment strategies, evaluating companies from an operational and buy-and-hold perspective [1] Group 2 - The articles emphasize operational aspects and long-term earnings power of companies rather than market-driven dynamics [1] - Most recommendations will be holds, indicating a cautious approach to investment opportunities [1] - A small fraction of companies are deemed suitable for a buy at any given time, highlighting a selective investment strategy [1]

Core Viewpoint - Nvidia's recent earnings report alleviated investor concerns regarding a slowdown in AI, showcasing a 62% year-over-year revenue increase and an EPS rise from $1.08 to $1.30, exceeding analyst expectations [1][2]. Company Performance - Nvidia's stock has not reacted positively to the strong earnings report, indicating ongoing investor fears about the direction of AI spending [2]. - The company's market capitalization stands at $4,347 billion, with a current stock price of $178.88, reflecting a slight decrease of 0.97% [4][5]. Industry Context - Nvidia plays a crucial role in the AI sector by designing GPUs that power advanced AI applications, with major partnerships with companies like Amazon and Microsoft [3]. - The emergence of generative AI has significantly altered Nvidia's trajectory, transforming it into a leading chip company, which was not anticipated a decade ago [5]. Investment Insights - A historical perspective shows that a $100 investment in Nvidia ten years ago would now be worth approximately $23,000, highlighting the company's substantial growth potential [5]. - Despite current stock performance, Nvidia is expected to continue creating shareholder value in the long term, albeit at a slower growth rate [6].

TotalEnergies currently holds nearly 19% in AGEL through two subsidiaries — 15.58% via TotalEnergies Renewables Indian “TotalEnergies had picked up its stake in AGEL in 2021 for around $2.5 billion, and that holding is now valued at close to $8 billion. They are looking to realise part of those gains,” an industry executive aware of the discussions told The Economic Times. At AGEL’s current market capitalisation of Rs 1.69 lakh crore, a 6% sale could bring in around Rs 10,200 crore (about USD 1.14 billion) ...

MOH DEADLINE ALERT: ROSEN, LEADING INVESTOR COUNSEL, Encourages Molina Healthcare, Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important December 2 Deadline in Securities Class Action - MOHNovember 23, 2025 10:00 PM EST | Source: The Rosen Law Firm PANew York, New York--(Newsfile Corp. - November 23, 2025) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Molina Healthcare, Inc. (NYSE: MOH) between February 5, 2025 and July ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

HD Korea Shipbuilding & Offshore Engineering (HD KSOE), the intermediate holding company for HD Hyundai's shipbuilding business, announced on Sunday, November 23, that it has signed a shipbuilding contract with HMM for eight 13,400-TEU dual-fuel container ships. The total contract value amounts to 1.456 billion USD. Accessibility StatementSkip Navigation SEOUL, South Korea, Nov. 23, 2025 /PRNewswire/ -- HD Hyundai has secured an order for ultra-large container ships worth around 1.46 billion USD, recording ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

US President Donald Trump opposes the expansion of television networks, specifically targeting ABC and NBC, which he claims are biased towards the left. He argues that they should be seen as part of a campaign for the Radical Left and calls for their reduction.In a Truth Social post on Sunday, Trump said, “If this would also allow the Radical Left Networks to ‘enlarge,’ I would not be happy. ABC & NBC, in particular, are a disaster - A VIRTUAL ARM OF THE DEMOCRAT PARTY,” He added, “They should be viewed as ...

Group 1 - Indian shares are expected to open positively, influenced by strong cues from other Asian markets and optimism regarding potential Federal Reserve rate cuts and Nvidia AI chip sales to China [1] - A potential U.S.-India trade deal and portfolio outflows may provide support ahead of key economic data releases, including fiscal deficit, industrial output, and GDP growth for July-September [2] - Canada and India have agreed to restart stalled trade deal negotiations, marking a significant diplomatic breakthrough [2] Group 2 - Asian markets experienced gains, with Japan closed for a holiday, while oil prices continued to decline due to concerns over increased crude flows from a potential Ukraine-Russia peace deal [3] - Gold prices fell to approximately $4,050 per ounce as investors await U.S. economic data for clearer insights into the Federal Reserve's policy outlook [4] - U.S. stocks saw a rally on Friday, with the Dow up 1.1%, Nasdaq Composite up 0.9%, and S&P 500 up 1%, despite concerns over a potential bubble in AI stocks [5] - Improved consumer sentiment and decreasing inflation expectations were welcomed by investors, while European stocks fell due to weak regional economic data [6]